Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTHY (First Trust High Yield Opportunities 2027 Term Fund) | 0.10% | 2.88% | 10.72% | 2.57% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/29/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTHY (First Trust High Yield Opportunities 2027 Term Fund) | 06/29/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.10 | 2.88 | 10.72 | 2.57 | NA | NA | NA | … | … | 0.10 | 7.80 | 15.71 | 14.65 | -25.67 | 7.60 | 3.72 |
| Sharpe Ratio | NA | 0.56 | 0.95 | 0.06 | NA | NA | NA | … | … | 0.59 | 0.52 | 1.32 | 0.90 | -1.36 | 0.71 | 0.39 |
| Standard Deviation(%) | NA | 7.06 | 9.38 | 12.86 | NA | NA | NA | … | … | 7.84 | 9.51 | 9.17 | 12.27 | 20.04 | 10.71 | 18.80 |
| Draw Down(%) | NA | 5.44 | 8.70 | 31.18 | NA | NA | NA | … | … | 5.44 | 8.70 | 3.17 | 9.82 | 31.18 | 5.68 | 9.24 |
| Yield(%) | 0.91 | 10.40 | 11.24 | 7.97 | 4.52 | 3.01 | 2.26 | … | … | 5.36 | 10.41 | 11.22 | 10.52 | 8.36 | 7.92 | 2.96 |
Data as of 06/04/2026, Common starting date is 06/29/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTHY (First Trust High Yield Opportunities 2027 Term Fund) |
-5.13%
Oct 2020 – Oct 2023 |
2.67%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTHY (First Trust High Yield Opportunities 2027 Term Fund) |
14.20%
Sep 2022 – Sep 2025 |
3.81%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart